FAQs in this section
What is an Approval?
How can I setup an Approval?
How many approvers can be setup for an approval rule?
Can I configure approvals for Inbox module?
Can I edit the approval record whose status is 'Waiting for approval'?
What does the Auto-canceled status mean in an approval record?
Can I add a group for an approver?
How can I delete an approval?
How does an approval process work in Vtiger CRM?

How can I submit an Approval?

When a sales/marketing representative creates a record that has at least one matching approval process, then they are prompted to send the record for approval from the approvers set in the process.
  1. Set-up an approval. 
  2. Create a record that matches the entry criteria of that approval.
  3. Enter the necessary details and click Save.
  4. You can add a note of the approvers in the needs approval window.
  5. Click Submit button.
  6. The record sent for approval is locked.
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